How do I edit an Invoice after it has been posted?

Summary

This article explains how to edit an invoice in the Sales Ledger or Purchase Ledger after it has been posted.

More Information

There may be instances where you may need to change some details of an invoice after it has been posted. Though the invoices are locked after posting there are certain fields that can be changed if required. We would not advise you to change the date on printed invoices, since the actual printed document date will not be changed.

The editable fields are as follows:

• "Date:"
• "Comment:"
• "Centre:"
• "Cleardown hold:"
• "Site:"
• "Analysis Code:"

Note: Under certain circumstances, you may be able to edit other fields in the Purchase Ledger.

If any part of the month end procedure has been run for the period into which the Invoices fall, or you have done a VAT return, you will not be able to edit even these fields.

Editing the Postings

Once you know the document numbers you need to edit go into the following parts of the system.

Go to " System\Accounts Sales Ledger\Purchase Ledger Maintenance Options Adjustments"

• Enter the relevant account code and press <Enter> twice.
• Find the relevant document and press <E> or click the [Edit] button at the bottom of the screen.
• Make the required changes and press <Esc> and [Accept].

See also

• How do I Find a Customer or Supplier?
• How do I edit a Credit after it has been posted?
• How do I edit a Payment after it has been posted?

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Keywords AND Misspellings

editing, edit, invoice, change, alter